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Lee, Turner & Associates Inc. is a licensed and registered Portfolio Manager in British Columbia, Canada. We have been providing investment management to private individuals and institutions since 1991. Typical clients include:- individual investors
- personal tax deferral plans (RRSP's RRIF's etc.)
- non-profit organizations
- charities
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Investment CounsellingWe offer objective and professional investment management. We manage our client's funds on a discretionary basis following mutually agreed upon investment objectives. Our services are delivered with integrity and commitment to provide our clients with value and satisfaction. |
Portfolio ManagementMany investors find themselves in a quandary due to the size of their investment portfolio. It is often too large (over $250,000) to be adequately serviced by retail products such as GIC's and mutual funds, but yet too small to be managed by large institutions that require a minimum account size of $2 million. |
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